Buckingham Strategic Wealth’s Stellar Bancorp STEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $328K | Hold |
14,292
| – | – | ﹤0.01% | 577 |
|
|
2024
Q1 | $348K | Hold |
14,292
| – | – | ﹤0.01% | 546 |
|
|
2023
Q4 | $398K | Hold |
14,292
| – | – | ﹤0.01% | 497 |
|
|
2023
Q3 | $305K | Hold |
14,292
| – | – | ﹤0.01% | 522 |
|
|
2023
Q2 | $327K | Sell |
14,292
-29
| -0.2% | -$664 | ﹤0.01% | 516 |
|
|
2023
Q1 | $422K | Hold |
14,321
| – | – | 0.01% | 419 |
|
|
2022
Q4 | $422K | Buy |
14,321
+5,396
| +60% | +$159K | 0.01% | 421 |
|
|
2022
Q3 | $261K | Sell |
8,925
-100
| -1% | -$2.92K | 0.01% | 497 |
|
|
2022
Q2 | $240K | Buy |
9,025
+50
| +0.6% | +$1.33K | ﹤0.01% | 514 |
|
|
2022
Q1 | $278K | Buy |
8,975
+50
| +0.6% | +$1.55K | 0.01% | 488 |
|
|
2021
Q4 | $259K | Hold |
8,925
| – | – | 0.01% | 511 |
|
|
2021
Q3 | $235K | Hold |
8,925
| – | – | ﹤0.01% | 525 |
|
|
2021
Q2 | $244K | Hold |
8,925
| – | – | 0.01% | 509 |
|
|
2021
Q1 | $274K | Hold |
8,925
| – | – | 0.01% | 454 |
|
|
2020
Q4 | $228K | Buy |
+8,925
| New | +$228K | 0.01% | 481 |
|
|
2020
Q1 | – | Sell |
-8,925
| Closed | -$278K | – | 511 |
|
|
2019
Q4 | $278K | Hold |
8,925
| – | – | 0.03% | 376 |
|
|
2019
Q3 | $249K | Buy |
+8,925
| New | +$249K | 0.03% | 362 |
|